On-Demand Onboarding Guide for Retailers

Audience: Retailers using On-Demand Onboarding

In this article, you will find a step-by-step guide for retailers to onboarding suppliers using On-Demand Onboarding. The sections within this article are outlined below:

 Note:

On-Demand Onboarding is available in stage for Logicbroker retailer customers. For more information on this process and to see a demo, please reach out to support@logicbroker.com

 

Retailer - Add permissions

To use the Onboarding page in the stage portal, you will need integrations/manage permissionsenabled under your account. To see your current permissions, go to the portal > Settings > Manage Users. If you are missing the Integrations permission, reach out to your account manager to have these enabled. Only users with this permissions can enabled them for others.

 

Retailer - Turn on the Trading Partner notification

To receive supplier onboarding notifications, turn on the Trading Partner notification from the Notifications page in the stage portal. The notifications you will be subscribed to shown below. Note: Notifications are sent through email and need to be set up on an individual basis. 

Supplier has completed their Onboarding form
This email notifies you when a supplier has completed the Onboarding form so you can review and accept/reject the submission 

Supplier has requested to go live
This email notifies you when a supplier has completed the Onboarding form so you can review and accept/reject the submission

 

Retailer - Configure onboarding settings

Customize your supplier onboarding experience from the Onboarding Settings page. 

Tags
Add tags to your tag library to manage supplier onboardings based on categories, assignee, supplier type, etc.  Add these to individual suppliers from the Supplier Onboarding page and view them on the main Onboarding page.

Supplier Agreement
Upload a PDF document you want all suppliers to review and sign as part of the onboarding process. This PDF will appear on the Onboarding form for suppliers to review, download and sign. The signee, date and time will appear under the Onboarding Form section of the Supplier's Onboarding page.

Stage Message
Add custom messaging for all your suppliers to view for special instructions, reminders or any other retailer-specific information. Suppliers will see this communication from the Onboarding Task Manager in the Dashboard page.

Production Message
Add custom messaging for all your suppliers to view for production reminders or any other retailer-specific information. Suppliers will see this communication from the Production Message section in the Dashboard page.

Onboarding Form
If you do not want to have to review and accept/reject supplier's Onboarding form submissions manually, you can toggle on the Auto-accept onboarding form setting. This will automatically accept all supplier's Onboarding form submissions, push their account into stage and send next steps communication to supplier to complete onboarding steps.

 

Retailer - Send new supplier onboarding invitation

From the Onboarding page, click on Invite Supplier (single or bulk) and fill out the invite.

Note: Only one email is supported.

Tip: Requested live date is recommended to set the expectations with the supplier from the beginning. The Note field can be used to send a custom message to the supplier including your supplier number for them, special instructions, reminders, etc.

Supplier - Accept invitation and complete Onboarding form

The supplier will receive an email an email with the subject line Supplier has been invited to connect with Retailer. This email includes a brief introduction to Logicbroker, a link to our Onboarding Overview article, the expected go-live date, any custom communication you added in the Note section of the invitation and an overview of where they are in the onboarding process. The supplier will click on Accept invitation to fill out the Onboarding form.  

   

 

Retailer - Accept or reject the Onboarding form submission

*If you have the Auto-accept onboarding form setting enabled, you can skip this step 

Once the supplier accepts the invitation and submits the Onboarding form, you will receive an email with the subject line Supplier has completed their Onboarding form. Click on Review submission or find the supplier’s onboarding task in the portal to Accept or Reject it. 

       

If rejected: enter in the rejection reason. The supplier will receive an email notification with the opportunity to go back and edit their information. You will be notified when they resubmit the form.

 

Supplier - Create a user account

Once the supplier's form is accepted, the supplier's company account will be created and pushed to the stage environment. The supplier will receive 2 emails:

  • Welcome to Logicbroker! - this is the user activation email to create their username and password
  • Connect [Supplier] with [Retailer] – Next steps - this provides them with next steps and a link to the stage portal

The Welcome to Logicbroker! user activation email expires within 7 days. If the supplier fails to register within 7 days, you can resend the user invitation to the Primary contact from the Supplier's Onboarding page. Once one person in the supplier company has an account, they can invite team members from their side through the Manage Users page in the portal.

 

Supplier - Complete onboarding steps

The supplier will complete the onboarding tasks show in the Onboarding Task Manager found in the Dashboard page. Core onboarding steps vary based on retailer. 

 

Supplier - Request to go live

Once the supplier has completed onboarding steps available in the portal, they will click on the Request to go live button from the Onboarding Task Manager.

 

Retailer - Approve or reject the supplier's request to go live

You will receive an email with the subject line Supplier has requested to go live. Click on Review request or find the supplier’s onboarding task in the portal to Push supplier live or Reject request to go live.

     

If rejected: enter in the rejection reason. The supplier will receive an email notification with the opportunity to go back and review onboarding steps. You will be notified when they request to go live again.
 

Supplier - Go live

Once you have clicked Push supplier live, the supplier will receive the email: Supplier's connection with Retailer is live!

 

Supplier - Complete production onboarding steps

The supplier will complete all post-production onboarding steps mentioned in the Post Go-Live Tasks section of the Dashboard. These steps can include uploading live inventory, configuring production notifications, etc.

 

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